Are you getting the value your plan deserves from your service providers?
Join us for a concise, actionable webinar designed to help plan sponsors evaluate provider performance, uncover hidden inefficiencies and fees, and identify opportunities to improve outcomes for both the organization and plan participants.
You’ll Learn How To:
- Evaluate retirement plan service providers using seven key fiduciary criteria
- Benchmark your current providers against the marketplace to ensure cost aligns with value
- Address today’s top plan risks and trends, including cybersecurity, financial wellness, and DOL compliance
Whether you’re reviewing your current provider or considering a change, this session will give you the clarity and confidence to make more informed decisions.
Meet the Presenter
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Kristen Koluch, CFA®, CFP®
Senior Vice President, Investments, Raymond James
Kristen has dedicated her 20+ year career to helping individuals make meaningful progress towards their financial goals, including retirement. She appreciates that wealth begins in the workplace and helps employers build meaningful benefits programs that not only meets their fiduciary responsibilities, but also meets the needs of their workforce.
As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.
Earlier in her career, she was an investment banking analyst at Barclays Capital, where she supported senior bankers in advising large companies on their corporate capital structure and financing options. She graduated magna cum laude from Georgetown University.
DISCLOSURE
SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James in exchange for priority placement and brand promotion at conferences, shared authorship of marketing materials, and the contact information of attendees at SHRM conferences. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.
Visit raymondjames.com/shrm for important information about Raymond James (RJA WRAP FEE PROGRAM BROCHURE, RJFSA WRAP FEE PROGRAM BROCHURE, IFS FORM ADV 2A) and how SHRM works with Raymond James (PROMOTER’S DISCLOSURE).
Securities offered through Raymond James & Associates, Inc., member NYSE/SIPC, or Raymond James Financial Services, Inc., member FINRA/SIPC, each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James & Associates, Inc. or Raymond James Financial Services Advisors, Inc., each an investment adviser registered with the SEC.
Raymond James Home Office: 880 Carillon Parkway, St. Petersburg, FL 33706
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.